Retirewise Cfp (CRD# 122774) is a financial advisory firm headquartered in Vienna, VA. They manage $60,299,000 in 119 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$506,714
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Femi Shote (CRD# 2250726) is an Investment Advisor Representative working at Retirewise Cfp in Vienna, VA and has over 25 years of experience in the finance industry. Femi Shote has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.